Mary Boesen

Critic
DISC Type : C

Analyst at J.P. Morgan Private Bank

Greater Chicago Area, United States

Overview

Mary Boesen is an analyst at J. P. Morgan Private Bank, having progressed from a summer analyst role. A Summa Cum Laude graduate from the Gies College of Business, she holds Series 7 and 66 certifications, underscoring her qualifications in financial services and wealth management.

Outside of her professional pursuits, Mary was a competitive golfer in high school. She was a key contributor to her Loyola Academy team, helping them secure a regional championship title during her time there.

Unique fact: Before focusing on finance, Mary gained legal experience as an intern for the United States Attorneys Offices.

Personality Overview

Information Seeker

ROI Driven

Precise

They prefer to do logical analysis and value evidence over emotions.  It is very likely that they will negotiate pricing or other important terms. Unless the value is proven by data, they are unlikely to value fancy features.

Topics They Care About

Asset & Wealth Management
Her career is centered around this field, with experience as a Summer Analyst and now a full-time Analyst at J. P. Morgan Private Bank.
Private Banking
Works directly within the Private Bank division of J. P. Morgan, indicating a focus on high-net-worth clients and their financial needs.
Competitive Golf
Played for the Loyola Academy team and contributed to their victory in a regional championship, showing a strong personal interest and competitive drive.

Media Appearances

Mary has no verified media appearances

Work History

7-2024
Analyst at J.P. Morgan Private Bank
6-2023 - 8-2023
Private Bank Summer Analyst at JPMorgan Chase & Co.
8-2022 - 12-2022
States Attorney's Intern at United States Attorneys'​ Offices
6-2022 - 8-2022
Junior Analyst at Golub Capital

Education

2020 - 2024
Bachelors from Gies College of Business - University of Illinois Urbana-Champaign
8-2018 - 5-2020
Education details unavailable from Loyola Academy

More Information

Social Presence :

Prographics :

Exp : 2 Location : Greater Chicago Area, United States Job Level : Junior Designation : Analyst at J.P. Morgan Private Bank
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Insights For Selling To Mary

During A Call Or A Meeting

DO's

  • Be ready to answer many clarity-seeking questions and requests for information
  • Be formal and objective, they will appreciate it more
  • Don’t forget to mention how you compare to competition on both features and pricing

DONT's

  • Don't give superficial answers, they are easily rattled by them
  • Don’t try to give too many examples of other users, they like to make their own decisions
  • Avoid pushing them too much to involve other stakeholders unless it is critical

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Mary is

  • Strong evidence of ROI, effective pricing, and proven data points matter the most to them.
  • Will you ever get a clear answer from Mary

  • It is not very hard for them to say no if they are not convinced about the decision.

Insights For Deal Planning

    How fast (or slow) will Mary move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can Mary take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And Mary

Personality Compatibility


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